Michael Mara

ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Founded in 2003 by Michael Mara, Valley Forge Capital Advisors, Inc. is a registered investment advisor based in Malvern, Pennsylvania. They manage the MFS Sector Rotational Fund and the PSA Sector Rotational Portfolio.